NextGen | The PDF Payslip Set-Up

NextGen | The PDF Payslip Set-Up

About

After the payroll has been processed and reconciled, you need to generate PDF Payslips to distribute to the employees.  This article clarifies functionalities pertaining to the PDF Payslip set-up.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers the PDF Payslip Set-Up for the new and improved NextGen version of the system.

An Example of the NextGen Landing Page


To access the article that explains the PDF Payslip for the Classic version, please select this link:   Classic | Payslips

An Example of the Classic Landing Page


Edition

This feature is available on Lite, Premier and Master.

An Example of a PDF Payslip



By default, the payroll's logo will reflect in the top right corner of the PDF Payslip.  A company logo can be added on the Basic Company Information Screen to display in the top left corner of the PDF Payslip.



Click on Choose File to upload the company logo.

The Basic Company Information Screen


Hide/Show Payslip Items

You can choose to display or conceal selected header fields on the PDF Payslip, from the Hide/Show Payslip Items Screen.

An Extract of the PDF Payslip: Header Fields




Apply selections and then click on Save.

An Extract of the Hide/Show Payslip Items Screen


Tip
Keep in mind that some information is required on the PDF Payslip by legislation.

Adding a Global Payslip Message

You can add a general message to all employees on their PDF Payslips per pay run from the Payslip Message Screen.



Add a payslip message and then click on Save.

The Payslip Message Screen


The message will display at the bottom of the PDF Payslip.

An Extract of the PDF Payslip: Global Message


Adding an Individual Payslip Message

An indvidual payslip message per pay run can be added to the PDF Payslip from the Payslip Edit Screen.



Select to  the payslip record.

The Payslip View Screen


Click on   to add an individual message to the payslip record.



Tip
Please note: Always process a global message before an individual message, since the same line on the PDF Payslip is used to reflect both types of messages.  

A global message will therefore default to an employee’s Payslip Comments Screen.  You can then adjust the global message to include the individual message on the Payslip Comments Screen of the relevant employee.

You may also be interested in



    • Related Articles

    • Classic | Adding a New Company

      About The system offers a pre-defined workflow path that guides you through the sequence of adding a new company. The Add New Company Generic Workflow consists of the following screens: Please note: Click on any image in the article to enlarge. ...
    • NextGen | Creating a Mock Payslip

      About The mock payslip enables you to calculate an employee’s net salary without having to do a manual calculation or add the employee to the payroll.  All the parameters that can affect the tax calculation has been included on the Create A Mock ...
    • NextGen | Distributing PDF Payslips

      About After the payroll has been processed and reconciled, you need to generate PDF Payslips to distribute to the employees.  This article clarifies how to distribute PDF Payslips. Please note: Click on any image in the article to enlarge. NextGen or ...
    • NextGen | Company Payslip Pay Dates

      About The Company Payslip Pay Dates are configured when the company is registered on the system.  Based on the selections made during this process, the system will automatically create pay runs and indicate the start and end dates, a description, the ...
    • NextGen | Processing on the Payslip Edit Screen

      About Once off payslip components refer to the payroll items that should be added directly to the Payslip Edit Screen.  These payroll items are only relevant to the current pay period.  Typical examples include Overtime, Unpaid Time, Leave Pay and ...